Personal Wealth & Investment Advisor

OCBC; Kuala Lumpur; On-site; MYR 190,174 - 380,348; Full time

Benefits offered by this job

Competitive base salary

Professional development

Equal opportunity

Job summary

OCBC invites you to join as a Personal Banking Relationship Manager. Imagine building long‑lasting relationships with customers, helping them achieve their financial goals, and growing your career with one of Asia's leading banks.

In this role, you will manage a portfolio of high‑value customers, provide tailored financial solutions, and work with internal teams to deliver seamless experiences while staying ahead of market trends.

Qualifications

• A degree holder with at least 3 years of banking/finance experience.
• Strong communication and interpersonal skills.
• Proven sales and relationship-building skills with targets.
• Strong product knowledge across investment, insurance, and banking products.
• Self-motivated, proactive and results-driven with focus on customer satisfaction.

Responsibilities

• Manage a portfolio of high-value customers and grow wealth.
• Provide expert advice on investments, insurance, and banking products.
• Develop and execute sales strategies to achieve targets.
• Collaborate with internal teams to deliver seamless experiences.
• Stay updated with market trends and regulatory changes.

Skills

Relationship-building

Sales skills

Communication skills

Customer service

Product knowledge

Education

Bachelor's degree

Job description

OCBC invites you to join as a Personal Banking Relationship Manager. Imagine building long‑lasting relationships with customers, helping them achieve their financial goals, and growing your career with one of Asia's leading banks.

In this role, you will manage a portfolio of high‑value customers, provide tailored financial solutions, and work with internal teams to deliver seamless experiences while staying ahead of market trends.